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Calculating margins and managing costs

Calculating margins and managing costs

19 March 2021

Toolcie now handles your costs, allowing the software to automatically calculate your margin and amount of profit earned on each of your quotes and invoices.

The margin is calculated based on the sale price before tax, minus the cost. The cost corresponds to the price of purchase, packaging, shipping, etc.

In addition to indicating for you the margin earned per line item and per document, the Toolcie dashboard also shows the total margin earned per customer, per product, and also over a given period for your quotes and invoices.

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Text library

We’ve just added a new feature that allows you to save your segments of text to a library so that they can be reused later.

This library can be accessed from anywhere in the application, for example, when creating a quote or an invoice, or when sending a document to a customer.

Improved feature for sending quotes and invoices

We’ve just improved our feature for sending quotes and invoices by email, adding a mail merge function. This allows you to add tokens to your text. The tokens will then be automatically replaced by the corresponding values when the email is sent.

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